Beacon Bridge Wealth Partners’s Procter & Gamble PG Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$527K	Buy	3,593 +219	+6%	+$31.9K	0.15%	77
2026 Q1	$487K	Buy	3,374 +32	+1%	+$4.85K	0.16%	75
2025 Q4	$479K	Buy	3,342 +79	+2%	+$11.6K	0.16%	76
2025 Q3	$501K	Buy	3,263 +93	+3%	+$14.5K	0.18%	67
2025 Q2	$505K	Sell	3,170 -199	-6%	-$32.5K	0.2%	60
2025 Q1	$574K	Buy	3,369 +30	+0.9%	+$5.03K	0.25%	58
2024 Q4	$560K	Hold	3,339	–	–	0.24%	60
2024 Q3	$578K	Hold	3,339	–	–	0.25%	58
2024 Q2	$551K	Hold	3,339	–	–	0.25%	61
2024 Q1	$542K	Hold	3,339	–	–	0.26%	58
2023 Q4	$489K	Hold	3,339	–	–	0.24%	56
2023 Q3	$487K	Buy	3,339 +33	+1%	+$5.04K	0.26%	48
2023 Q2	$502K	Hold	3,306	–	–	0.26%	39
2023 Q1	$492K	Hold	3,306	–	–	0.29%	38
2022 Q4	$501K	Buy	+3,306	New	+$463K	0.36%	36

Other funds holding PG

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Beacon Bridge Wealth Partners's PG Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Procter & Gamble (PG) stake by 6.5% in Q2 2026, buying an estimated $31.9K and bringing the position to 3,593 shares worth $527K. The position accounts for 0.15% of the portfolio, ranked #77.

Beacon Bridge Wealth Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $578K in Q3 2024. 2,519 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Beacon Bridge Wealth Partners held 3,593 shares of Procter & Gamble worth $527K as of Q2 2026.
Beacon Bridge Wealth Partners bought 219 Procter & Gamble shares in Q2 2026, an estimated $31.9K.
Procter & Gamble made up 0.15% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #77 holding.
Beacon Bridge Wealth Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's Procter & Gamble position peaked at $578K in Q3 2024.
2,519 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.